Mutual Funds

Satisfactory Essays
Chapter 1

Company profile

INTRODUCTION TO SBI MUTUAL FUND

SBI Funds Management Pvt. Ltd. is one of the leading fund houses in the country with an investor base of over 4.6 million and over 20 years of rich experience in fund management consistently delivering value to its investors. SBI Funds Management Pvt. Ltd. is a joint venture between 'The State Bank of India ' one of India 's largest banking enterprises, and Society General Asset Management (France), one of the world 's leading fund management companies that manages over US$ 500 Billion worldwide. Today the fund house manages over Rs 28500 crores of assets and has a diverse profile of investors actively parking their investments across 36 active schemes. In 20 years of operation, the fund has launched 38 schemes and successfully redeemed 15 of them, and in the process, has rewarded our investors with consistent returns. Schemes of the Mutual Fund have time after time outperformed benchmark indices, honored us with 15 awards of performance and have emerged as the preferred investment for millions of investors. The trust reposed on us by over 4.6 million investors is a genuine tribute to our expertise in fund management. SBI Funds Management Pvt. Ltd. serves its vast family of investors through a network of over 130 points of acceptance, 28 Investor Service Centres, 46 Investor Service Desks and 56 District Organizers.SBI Mutual is the first bank-sponsored fund to launch an offshore fund – Resurgent India Opportunities Fund. Growth through innovation and stable investment policies is the SBI MF credo. PRODUCTS OF SBI MUTUAL FUND Equity schemes The investments of these schemes will predominantly be in the stock markets and endeavor will be to provide investors the opportunity to benefit from the higher returns which stock markets can provide. However they are also exposed to the volatility and attendant risks of stock



References: Grinblatt and Sheridan (1992), the Persistence of Mutual Fund Performance, The Journal of Finance, 47, 5, 1977-1984. Malkiel (1995), ‘Returns from investing in equity mutual funds 1971 to 1991’, Journal of Finance, 50, 2, 549–572. Otten and Dennis (1999) European mutual fund performance, European Financial Management, 8, 1, 75-101. Otten, and Mark (2002), A Comparison between the European and the U.S. Mutual Fund Industry, Managerial Finance, 28, 1, 14-34. Redman (2000) the Performance of Global and International Mutual Funds, Journal of Financial and Strategic Decisions 13, 1, 75-85. Leite and Cortez (2006), “Conditional Performance Evaluation: Evidence from the Portuguese Mutual Fund Market”, Working Paper, University of Minho. Boudreaux and Suzanne (2007), Empirical Analysis of International Mutual Fund Performance, International Business & Economics Research Journal, 6, 19-22 Arugaslan, and Ajay (2008), Evaluating large US-based equity mutual funds using risk-adjusted performance measures, International Journal of Commerce and Management, 17, 1/2, 6-24. Dietze, Oliver and Macro (2009), The Performance of Investment Grade Corporate Bond Funds: Evidence from the European Market, The European Journal of Finance, 15, 2, 191-209.

You May Also Find These Documents Helpful

  • Good Essays

    Mutual Funds

    • 6894 Words
    • 28 Pages

    Chapter 04 Mutual Funds and Other Investment Companies Multiple Choice Questions 1. Which one of the following invests in a portfolio that is fixed for the life of the fund? A. Mutual fund B. Money market fund C. Managed investment company D. Unit investment trust 2. ______ are partnerships of investors with portfolios that are larger than most individual investors but are still too small to warrant managing on a separate basis. A. Commingled funds B. Closed-end funds C. REITs D. Mutual funds…

    • 6894 Words
    • 28 Pages
    Good Essays
  • Satisfactory Essays

    Mutual Funds

    • 367 Words
    • 2 Pages

    PROJECT REPORT ON MUTUAL FUND PRESENTED TO: Arpita Ma’am PRESENTED BY: Khushboo Sharma Tanuja Joshi Shaluni Khetwani Nidhi Gandhi…

    • 367 Words
    • 2 Pages
    Satisfactory Essays
  • Powerful Essays

    mutual fund

    • 5542 Words
    • 23 Pages

    “Comparative Study on Performance Evaluation of Mutual Fund Schemes and Equity of Indian Companies” A MANAGEMENT RESEARCH PROJECT SUBMITTED TO DHARMSINH DESAI UNIVERSITY FOR THE PARTIAL FULFILLMENT OF FOR THE DEGREE OF MASTER OF BUSINESS ADMINISTRATION (MBA) SUBMITTED BY GAURANG SHAH UNDER THE GUIDANCE OF PROF. HARDIK SHAH CENTRE FOR MANAGEMENT STUDIES DHARMSINH DESAI UNIVERSITY NADIAD…

    • 5542 Words
    • 23 Pages
    Powerful Essays
  • Satisfactory Essays

    Mutual Fund

    • 264 Words
    • 2 Pages

    about mutual fund and its functioning. This helps to know in details about mutual fund industry right from its inception stage, growth and future prospects. It also helps in understanding different schemes of mutual funds. Because my study depends upon prominent funds in India and their schemes like equity, income, balance as well as the returns associated with those schemes. The project study was done to ascertain the asset allocation, entry load, exit load, associated with the mutual funds. Ultimately…

    • 264 Words
    • 2 Pages
    Satisfactory Essays
  • Best Essays

    Mutual Funds

    • 4496 Words
    • 18 Pages

    IRJC International Journal of Marketing, Financial Services & Management Research Vol.1 Issue 7, July 2012, ISSN 2277 3622 A COMPARATIVE ANALYSIS OF MUTUAL FUND SCHEMES IN INDIA DR. SARITA BAHL*; MEENAKSHI RANI** *Associate Professor, P.G Department of Commerce and Management, Arya College, Ludhiana. **Research Scholar, Department of Commerce, Kurukshetra University, Kurukshetra, Haryana. ABSTRACT The present paper investigates the performance of 29 open-ended, growth-oriented equity schemes…

    • 4496 Words
    • 18 Pages
    Best Essays
  • Good Essays

    Mutual Funds

    • 1838 Words
    • 8 Pages

    Mutual Funds Meredith Markham Managerial Finance Marc Lafond, MBA May 5, 2013 Mutual Funds There are many different people that can be considered investors. With so many different types of investors, it is only natural that there be a variety of types of mutual funds to invest in. “At last count there were more than 10,000 mutual funds in North America” meaning there “are more mutual funds than stocks” (“Mutual Funds,” n.d.). For this paper, we will focus on five types of mutual funds:…

    • 1838 Words
    • 8 Pages
    Good Essays
  • Powerful Essays

    Mutual Funds

    • 9932 Words
    • 40 Pages

    of the mutual funds and their influence on funds’ performance on the example of Centras Securities Investment Company Instructor: M Mujibul Haque, Ph.D. Prepared by: Jumasheva Sulushash, 20070299 Sergey Savinykh, 20074290 Fall 2009 Table of Contents Acknowledgement 3 Introduction 4 1. Investment opportunities in Kazakhstan 5 2. Mutual funds in the…

    • 9932 Words
    • 40 Pages
    Powerful Essays
  • Best Essays

    Mutual Funds

    • 2140 Words
    • 9 Pages

    INVESTIGATING MUTUAL FUNDS IN GHANA: IT’S RISK, RETURN AND PERFORMANCE ABSTRACT Over the years, investors have been attracted to mutual funds. This study seeks to do an-depth analysis of the Ghanaian mutual fund industry between the years 2006 and 2010. An exhaustive literature review on mutual funds and portfolio diversification will be conducted. An assessment of the performance of mutual funds will be done using the Sharpe and Sortino ratios as well as the Jensen Alpha. Comparisons will be made…

    • 2140 Words
    • 9 Pages
    Best Essays
  • Powerful Essays

    mutual fund

    • 5315 Words
    • 22 Pages

    CONCEPT OF A MUTUAL FUND…………………………………………………2 ADVANTAGES OF MUTUAL FUNDS………………………………..…………..3 DISADVANTAGES OF MUTUAL FUNDS………………………………………..5 FREQUENTLY USED TERMS…………………………………………………….6 TYPES OF MUTUAL FUND SCHEMES…………………………………………..7 BY STRUCTURE BY INVESTMENT OBJECTIVE APPROACHES TO PORTFOLIO MANAGEMENT (FUND MANAGEMENT STYLE)………………………….…12 MUTUAL FUND AND PAKISTAN………………………………………………13 MUFAP (MUTUAL FUND ASSOCIATION OF PAKISTAN) TAXATION ON MUTUAL FUNDS RULES GOVERN MUTUAL FUNDS ……………………………………………

    • 5315 Words
    • 22 Pages
    Powerful Essays
  • Powerful Essays

    mutual fund

    • 4537 Words
    • 19 Pages

    1 WHY MUTUAL FUND EXECUTIVE SUMMARY OBJECTIVE Chapter 2 ORGANISATION STRUCTURE AND DESIGN PRODUCT AND SERVICES Chapter 3 INTRODUCTION HOW DO MUTUAL FUND OPERATE WHY INVEST IN MUTUALFUND ADVANTAGES DISADVANTAGES TYPES OF MUTUAL FUND BOMBAY STOCK EXCHANGE RELATION OF THE STOCK MARKET TO THE MODERN FINANCIAL SYSTEM STOCK MARKET INDEX RISK DEFINING MUTUAL FUND RISK BASIS OF COMPARISON OF VARIOUS SCHEMES OF MUTUAL FUND Chapter 4 OBJECTIVE HOW TO SELECT MUTUAL FUND FOR INVESTMENT…

    • 4537 Words
    • 19 Pages
    Powerful Essays